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Sawyer & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sawyer & Company’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.34K Hold
65
– – ﹤0.01% 170
2026
Q1 		$5.37K Hold
65
– – ﹤0.01% 165
2025
Q4 		$5.38K Hold
65
– – ﹤0.01% 168
2025
Q3 		$5K Hold
65
– – ﹤0.01% 160
2025
Q2 		$5.34K Buy
+65
New +$5.37K ﹤0.01% 170
2025
Q1 		– Sell
-65
Closed -$5K – 182
2024
Q4 		$5K Hold
65
– – ﹤0.01% 164
2024
Q3 		$5K Hold
65
– – ﹤0.01% 173
2024
Q2 		$5K Hold
65
– – ﹤0.01% 157
2024
Q1 		$5.32K Hold
65
– – ﹤0.01% 160
2023
Q4 		$5K Hold
65
– – ﹤0.01% 169
2023
Q3 		$5K Hold
65
– – ﹤0.01% 176
2023
Q2 		$5K Hold
65
– – ﹤0.01% 158
2023
Q1 		$5K Hold
65
– – ﹤0.01% 165
2022
Q4 		$5K Buy
+65
New +$5.27K ﹤0.01% 174
2022
Q1 		– Sell
-65
Closed -$6K – 182
2021
Q4 		$6K Hold
65
– – ﹤0.01% 167
2021
Q3 		$6K Hold
65
– – ﹤0.01% 174
2021
Q2 		$6K Hold
65
– – ﹤0.01% 162
2021
Q1 		$6K Hold
65
– – ﹤0.01% 154
2020
Q4 		$6K Hold
65
– – ﹤0.01% 149
2020
Q3 		$6K Hold
65
– – ﹤0.01% 157
2020
Q2 		$6K Hold
65
– – ﹤0.01% 157
2020
Q1 		$6K Hold
65
– – ﹤0.01% 154
2019
Q4 		$6K Hold
65
– – ﹤0.01% 165
2019
Q3 		$6K Buy
+65
New +$5.51K ﹤0.01% 161

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Sawyer & Company's SHY Position: Q2 2026 in Review

Sawyer & Company held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 65 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Sawyer & Company first reported a position in SHY in Q3 2019 and has held it in 24 quarters since. The position peaked at $6K in Q4 2021. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Sawyer & Company held 65 shares of iShares 1-3 Year Treasury Bond ETF worth $5.34K as of Q2 2026.
  • Sawyer & Company left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #170 holding.
  • Sawyer & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Sawyer & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $6K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.